|
|
This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple.
Eric Brisebois and G. Alexander “Sandy” Creighton are agents collectively licensed to sell insurance through New York Life and other various independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0F32632), CT, FL, GA, MA, ME, NC, NH, NY, OR, PA, RI, SC, WA. No insurance business may be conducted outside these states.
Eric Brisebois and G. Alexander “Sandy” Creighton are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, MA, ME, NC, NH, NY, OR, PA, RI, SC. No offers may be made or accepted from any resident outside the specific states referenced.
Eric Brisebois is also separately registered as an investment advisor representative with Eagle Strategies LLC, A Registered Investment Advisor, offering investment advisory services in the states of AZ, CA, CT, FL, MA, ME, NC, NH, NY, OR, PA, RI, SC. As such, these services are strictly intended for individuals residing in the specific states referenced.
Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
Vision Wealth Strategies LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.
1All investment advisory services offered through Eric Brisebois in his role as a financial advisor with Eagle Strategies LLC, A Registered Investment Advisor.
2Neither New York Life Insurance Company, nor its agents or affiliates, or Vision Wealth Strategies nor its employees or agents provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.
3The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
4 When considering rolling over the proceeds of your employer sponsored retirement plan to an IRA, you have the option, among others, of leaving the funds in your existing plan, if permitted, or rolling them into your new employer’s plan, if one is available and rollovers are permitted. Each choice offers advantages and disadvantages, depending on the desired investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and your unique financial needs and retirement plans. Neither New York Life Insurance Company nor its agents provide tax or legal advice. Consult your own tax or legal advisors regarding your particular situation.
5Securities offered through NYLIFE Securities LLC
For additional information, visit Customer Relationship Summary.pdf